We created a “Licensing Renewal” pipeline for our clients who must renew their business licenses once a year. We have a custom field in each of those client’s records “Renewal Date”. I’d like to set up a workflow automation to automatically move that record to a certain stage in the pipeline if the “Renewal Date” is equal to 90 days from today.
The affect of this automation is that the owner of the record will receive an email informing them that the stage has change, which will be a reminder that they have 90 days to complete the renewal.
Best answer by Michelle from CopperView original
@AndyInc., thanks for posting! I really appreciate all the details you’ve included, that’s very helpful.
As for that workflow automation, it is possible to do what you’re asking but only based on the Close Date. So, I would ask: is it possible for your team to fill the the Close Date with the renewal date, instead of having a separate Renewal Date field?
If that’s workable, this is the workflow automation I recommend:
Let me know if this helps!
Thank you so much! I’m going to test this and talk it over with the team about utilizing the Close Date instead of renewal date.
@AndyInc., that’s exactly right - you can’t use a custom field as a trigger condition with “Check once a day.” We do have an open Idea about it - if you put an upvote on that thread we will notify you if that feature gets developed.
Ideally, your team would be ok with using the Close Date to store the renewal date so that we can “Check once a day” to automate as much as possible.
If you can’t use Close Date, then the closest we can get is to automatically create Tasks when the Renewal Date is filled in. Those Tasks would act as reminders for your reps to manually move the opportunities, and have a Due Date for 90 days before the Renewal Date.